Plan Snapshot
- Plan Sponsor: Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center
- Sponsor EIN: 742664821
- Sponsor Address: PO BOX 1, HUNT, TX, 78024
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 140 | $11.5M | $74,553 | $518,648 |
| 2023 | 137 | $9.5M | $73,221 | $513,566 |
| 2022 | 132 | $7.3M | $72,182 | $514,173 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BROUSSARD AND COMPANY, CPAS, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $30,692 | — | $1,450 | — | — |
| 2023 | $24,597 | $23,247 | $1,350 | — | — |
| 2022 | $21,488 | $20,381 | $1,107 | — | — |